Taxes for Expats

What Taxes for Expats does

Taxes for Expats (TFX) is a New York-headquartered, privately held US tax preparation firm founded in 1999 that specializes exclusively in US tax compliance for Americans living abroad. The firm serves a horizontal set of expatriate personas - including US citizens working abroad, dual citizens, green card holders, accidental Americans, retirees abroad, digital nomads, US military personnel deployed overseas, and small business owners with foreign operations - across more than 193 countries. TFX is structured as a senior-only professional services practice, employing 80+ accredited CPAs, EAs, and JDs each with at least a decade of experience and explicitly no junior staff. Its service catalog spans core Form 1040 preparation for expatriates, non-resident returns (Form 1040-NR), FBAR/FATCA/PFIC foreign-asset reporting, IRS Streamlined Filing Compliance Procedures for back-tax catch-up, expatriation and Form 8854 filings, IRS representation, and tax planning consultations.

The technology layer supporting the practice is conventional rather than differentiated: a web-based client portal, native iOS and Android mobile apps, AES-256 encryption with two-factor authentication, and an e-filing platform that handles complex international filings. Revenue is generated on a flat-fee professional-services basis with per-form add-ons (Form 5471, 5472, 3520, PFIC, FBAR), a $50 retainer model for free tax extensions, and engagement-based fees for expatriation work and tax planning. Pricing is publicly disclosed in USD, with a base US expat return at $450 and the Streamlined Procedure package at $1,450.

The go-to-market model is sales-led and content-driven: free discovery consultations serve as the primary conversion mechanism, supported by an extensive multilingual tax blog, free webinars, organic search optimization targeting expat tax keywords, earned media in major financial publications, and a referral program. The firm is bootstrapped and founder-owned, with Ines Zemelman as Founder and President and Huntly Mayo-Malasky as CEO, and has accumulated over 50,000 clients and 4,000+ verified reviews across Trustpilot, Google, Facebook, YouTube, and Verified Reviews over its 25-year operating history.

Name

Taxes for Expats

Legal name

Taxes for Expats

Website

https://taxesforexpats.com

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

11–50 employees

Short description

Taxes for Expats (TFX) is a New York-based US tax preparation firm specializing exclusively in US expat tax compliance, serving Americans abroad across 193+ countries with a team of 80+ senior CPAs, EAs, and JDs. The firm offers Form 1040 prep, FBAR/FATCA/PFIC reporting, Streamlined Procedures, and expatriation services via remote delivery.

Ownership category

akta.pro rank

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. US Tax Return Preparation (Federal Income Tax Return Bundle): Flat-fee professional tax preparation service for US expat tax returns. Fees are based on the complexity of the return (e.g., income types, number of forms required). A $50 retainer is required to initiate an extension filing.
2. Expanded Income Bundle / Additional Forms: Additional fees are charged for forms beyond the standard bundle, such as Form 5471, Form 5472, Form 3520, FBAR add-ons, and other specialized international reporting forms.
3. IRS Streamlined Filing Compliance Procedure: Penalty-free catch-up program for expats with multiple years of non-compliance, covering 3 years of tax returns and 6 years of FBARs, offered as a flat package fee.
4. Tax Planning & Consulting: Strategic tax planning sessions, expatriation consultations, and IRS representation services, billed as separate engagements.

Pricing tiers

Go-to-market motion1 record

Distribution channels5 records

Marketing channels8 records

Core offering

Taxes for Expats is a US-based tax preparation firm that specializes in US federal tax compliance for American citizens and green card holders living abroad. The firm prepares and e-files expat tax returns, FBAR/FATCA/PFIC foreign asset reports, IRS Streamlined Filing Compliance Procedures, non-resident alien returns, and expatriation filings, delivered by a team of 80+ accredited CPAs, EAs, and JDs through a secure client portal and mobile app.

Product overview

Taxes for Expats (TFX) is a US-based tax preparation firm specializing exclusively in international tax compliance for Americans living abroad. The company offers a comprehensive suite of services built around its core US expat tax return preparation, supplemented by specialized modules covering non-resident returns, streamlined compliance procedures, foreign asset reporting (FBAR/FATCA/PFIC), expatriate tax services, and IRS representation. All services are delivered by a team of 80+ accredited CPAs, EAs, and JDs with dedicated account management. The company also provides a proprietary mobile app (iOS/Android) and client portal for document management and secure communication. Pricing is structured around Federal Income Tax Return and Expanded Income Bundles, with flat-fee options available for specific services like the streamlined procedure.

Differentiator

Problem solved

Functional benefit

Products and services

• US Expat Tax Return Preparation Full-service US federal tax return preparation for Americans living abroad, covering US and non-US wages, foreign tax credits (Form 1116), qualified retirement contributions, foreign earned income exclusion (Form 2555), AMT calculations, estimated payment vouchers, and over 35 tax forms. Priced from $450.
• Non-Resident Tax Return Tax return preparation for non-US citizens with US tax obligations, including Form 1040-NR filing, FDAP income reporting, treaty benefits (W-8BEN/W-8BEN-E), and BOI reporting.
• Streamlined Filing Compliance Procedure IRS offshore compliance program for US expats with multiple years of non-compliance, covering 3 years of tax returns and 6 years of FBARs with reduced penalties. Package priced at $1,450.
• Expat Tax Extension Services Free expat tax extension filing (to October 15) and additional 2-month discretionary extension (to December 15) for US taxpayers residing abroad, supported by a $50 retainer that is credited to future TFX services.
• FBAR Filing Foreign Bank Account Report (FinCEN Form 114) preparation and filing for US persons with foreign financial accounts exceeding $10,000.
• FATCA Reporting Form 8938 (Statement of Specified Foreign Financial Assets) preparation for US expats with foreign financial assets exceeding the applicable reporting thresholds.
• PFIC Reporting Passive Foreign Investment Company (PFIC) reporting on Form 8621 for US persons with interests in foreign mutual funds or qualifying foreign corporations.
• Tax Planning Consultation Strategic US tax planning sessions designed to minimize tax liabilities and optimize foreign tax credits, FEIE vs. FTC tradeoffs, retirement contributions, and other expat-specific benefits.
• IRS Representation Professional representation and handling of IRS correspondence, audits, penalty abatement requests, and disputes on behalf of expat clients.
• Amended Tax Returns Correction and amendment of previously filed US tax returns using Form 1040-X to recover missed deductions or correct prior errors.
• Expatriation Services Comprehensive guidance on renouncing US citizenship, including exit tax calculation, Form 8854 certification, final dual-status tax return, covered expatriate determination, and CLN processing. Professional advice ranges from $500–$3,000; final return and Form 8854 typically $600–$6,000 depending on complexity.
• Tax Projection Tax liability forecasting service for expats based on projected income and investments to inform estimated tax payments and year-end planning.
• IRS Letters Review Review and response service for IRS correspondence, notices, and penalty letters received by expat taxpayers.
• Tax Return Check Second-opinion review service for US tax returns prepared by other preparers, verifying accuracy, completeness, and optimization for expat-specific issues.

Quantifiable outcome

• TFX helped a US–New Zealand dual taxpayer save over $56,000 through double tax relief strategies.
• +4 more outcomes

Named customers14 records

Segments11 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature4 records

Scale indicators5 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• 1040Abroad: US expat tax preparation service focused on Americans living overseas, offering annual filings plus FBAR and streamlined services — competing in the same niche with similar pricing tiers.
• Bright!Tax: US expat tax preparation firm serving Americans abroad with FBAR/FATCA filing, tax planning, and IRS representation — direct competitor with similar service breadth and CPA-led delivery.
• ExpatFile: Specialist expat tax firm serving US citizens abroad with annual filings and FBAR — directly comparable service offering in the same niche.
• Greenback Tax Services: Specialist US expat tax preparation firm offering 1040, FBAR, and Streamlined Procedure services — directly comparable in target customer (Americans abroad) and service mix.
• US Expat Tax Services: Competitor firm providing US expat tax preparation with FBAR/FATCA support, overlapping in target customer and service catalog.

Emerging players

• MyExpatTaxes: Tech-enabled expat tax platform offering lower-cost software-assisted 1040/FBAR filings for Americans abroad — competes on price for simpler returns, complementing professional-service firms like TFX for complex cases.

Broad incumbents

• H&R Block Expat Tax Services: National tax preparation chain's dedicated expat division offering US expat tax services — broader brand and distribution but less specialized than TFX's expat-only focus.
• TaxAct: National consumer tax preparation software company competing for self-serve filers; relevant adjacent incumbent as expat tax complexity pushes some users toward specialists like TFX.
• H&R Block: Largest US retail tax preparation brand — broad incumbent whose retail footprint, brand recognition, and price competition affect the consumer-side end of TFX's market.
• TurboTax Live (Intuit): Mass-market DIY tax platform with a 'Live' expert-assisted tier that overlaps with TFX's professional-services offering — broader scale but limited expat specialization.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/taxesforexpats
• YouTubeyoutube.com/playlist?list=PL97JCO7rqyku9lrRun1wYv3C2OOxyH1_w&feature=shared
• Facebookfacebook.com/TFX.TAX/reviews
• LinkedInlinkedin.com/company/tfx-tax
• Instagraminstagram.com/taxesforexpats

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Taxes for Expats